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NORTHWEST INVESTMENT COUNSELORS
5885 Meadows Road
Suite 860
Lake Oswego, Oregon 97035
Tel: 800-685-7884
About NORTHWEST INVESTMENT COUNSELORS
NORTHWEST INVESTMENT COUNSELORS, formally registered with the SEC as NORTHWEST INVESTMENT COUNSELORS. The firm was established in 09/19/2023. They have over 1 offices throughout the country.
NORTHWEST INVESTMENT COUNSELORS is a Lake Oswego, Oregon based Financial Planning firm with nearly $569,604,642 assets under management, offering retirement planning & investment advisory services to 338 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 327970 |
| SEC# | 801-128752 |
| Assets Managed by Firm | $569,604,642 |
| No. of Clients | 338 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 338 | $569,604,642 |
| Individuals (other than high net worth individuals) | 313 | $397,615,270 |
| High net worth individuals | 20 | $161,638,077 |
| Pension and profit sharing plans | $3,507,049 | |
| Charitable organizations | Fewer than 5 clients | $6,844,246 |
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|---|---|---|---|
| $16,725,387,863 | 63 | 8 | |
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| $5,476,500,419 | 995 | 17 |
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